Inventory Your Internet Retailing Capabilities
Prepared for the 2014 CEO Collaboration Workshop
What can your members apply for?
• What processes can kick off on the Internet or through an app?
• Are they offered based on the member’s situation?
• Are they ready to make a decision or affirm the member moving to the next step?
Things my members can apply for now
From my
Desktop
Website
From my
Mobile
Website
From
It’s Me 247
Desktop
From
It’s Me 247
Mobile
From a
3rd Party
Offering
From
It’s Me 247
Mobile
From a
3rd Party
Offering
What can your members change about their relationship with your CU?
• Does the member request the change or make the change?
Things my members can change now
From my
Desktop
Website
Page 1 of 2
From my
Mobile
Website
From
It’s Me 247
Desktop
What can your members get from your CU?
• Do you really have fulfillment on the Internet?
Things my members can get online now
From my
Desktop
Website
From my
Mobile
Website
From
It’s Me 247
Desktop
From
It’s Me 247
Mobile
From a
3rd Party
Offering
What can members learn about your CU?
• Have you identified the key information necessary for members to close the deal in their own mind?
Things my members can learn about now
From my
Desktop
Website
Your Name
From my
Mobile
Website
From
It’s Me 247
Desktop
From
It’s Me 247
Mobile
Date
Credit Union Name
Email
Page 2 of 2
From a
3rd Party
Offering